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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $36,946 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,251 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,389 | $85,635-78.5% | $123,894-85.2% | $63,975-71.3% |
| Participation rate | 7.9% | 74.9%-67.0pp | 81.4%-73.5pp | 71.1%-63.2pp |
| Annual return | 8.82% | 15.74%-6.9pp | 47.52%-38.7pp | 48.65%-39.8pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $684 | $5,667-87.9% | $5,984-88.6% | $3,356-79.6% |
| Admin fee / account holder | $11 | $75-84.8% | $8,357-99.9% | $70-83.8% |